Silver Oak Securities’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
14,614
+13,026
| +820% | +$1.26M | 0.12% | 184 |
|
2025
Q1 | $129K | Sell |
1,588
-12,509
| -89% | -$1.01M | 0.01% | 615 |
|
2024
Q4 | $1.28M | Buy |
+14,097
| New | +$1.28M | 0.12% | 178 |
|
2024
Q3 | – | Sell |
-6,774
| Closed | -$552K | – | 561 |
|
2024
Q2 | $552K | Buy |
+6,774
| New | +$552K | 0.08% | 204 |
|
2022
Q2 | – | Sell |
-7,269
| Closed | -$453K | – | 308 |
|
2022
Q1 | $453K | Buy |
+7,269
| New | +$453K | 0.09% | 173 |
|